Artificial intelligence

Webinar: Leveraging AI for Long-Term Success

TIFIN AG recently hosted the webinar, “Leveraging AI for Long-Term Success,” where we explored how firms are using AI to accelerate growth and deepen client relationships. The session highlighted how TIFIN AG’s AI-powered solutions reduce administrative burden, enhance engagement, and empower advisors to focus on high-impact opportunities that drive long-term success. In just 30 minutes, […]

When Markets Get Uncertain, The Best Firms Double Down on Data

I’ve spent my career leading data-driven distribution strategy at two of the world’s largest asset managers. And I can tell you from experience—when volatility hits, the business doesn’t slow down. It speeds up. Whether it was our top-performing fund suddenly underperforming, a major sales re-org, or global market disruption, one thing remained constant: everyone came […]

Podcast: Rethinking Growth: AI’s Role in the Modern RIA

In this episode of The Growth Studio, Samantha Davison sits down with Rajini Kodialam—co-founder emeritus of Focus Financial Partners and board member at TIFIN AG—to discuss how RIAs can harness AI to drive organic growth. Rajini shares why AI is not a threat but a strategic advantage for advisors, especially those ready to scale efficiently, […]

The Power of Personalization: Scalable Engagement with AI

Today’s advisors expect more than a one-size-fits-all approach to wealth management. They demand tailored experiences, relevant insights, and proactive engagement that aligns with their clients’ unique financial goals and life circumstances. However, many distribution teams still struggle to scale personalization effectively, relying on outdated segmentation methods and generic outreach to advisors. The result? Missed opportunities, […]

The Power of Personalization: Reaching Investors Where They Are with AI

Today’s investors expect more than a one-size-fits-all approach to wealth management. They demand tailored experiences, relevant insights, and proactive engagement that aligns with their unique financial goals and life circumstances. However, many advisors still struggle to scale personalization effectively, relying on outdated segmentation methods and generic outreach. The result? Missed opportunities, disengaged clients, and an […]